About Us

Dixon Financial Group is a locally owned and operated business, serving the financial needs of the Southwest since 1991. We are dedicated to offering excellent service and trusted advice to our clients while assisting them in achieving their financial goals — no matter how big or small. Our dedicated team are here to help your financial dreams become reality!

Jon has been a licensed financial adviser for 23 years and has lived in Bunbury since completing university in 1987. He completed his Advanced Diploma of Financial Services (Planning) and has an Honours Degree in Applied Science. Jon is a family man who enjoys all types of sport, keeping fit, the outdoors and spending time with his wife and kids. He was honoured by MLC/Garvan at a gala dinner at the Sydney Opera House in May 2011 for 20 years in business and is now looking forward to the next 20 as an independent Financial Adviser!

Wendy Dixon, Bookkeeper

Wendy began working as a part-time receptionist at Dixon Financial Group in 2006. She took over her current role as bookkeeper in 2008 and is responsible for all financial aspects of the business. A dedicated wife and mum, Wendy also enjoys running, Pilates, cooking, reading and spending time with her family.

Brenton Chester, Senior Financial Adviser

Brenton joined our team in October 2011 as a Paraplanner and is now one of our Senior Financial Advisers. He assists clients with all aspects of their financial requirements. Brenton and his wife, Mel, enjoy traveling and keeping fit.

Fred Adlam, Financial Adviser

Fred began working at Dixon Financial Group in March 2012. He has an Honours Degree in Commerce, as well as a Diploma of Financial Planning and a Cert IV in Finance & Mortgage Broking. Fred has been working in the financial services industry for over ten years. Prior to joining the DFG team, he worked as a Market Risk Analyst for Nedbank Ltd, one of the largest banks in South Africa. Away from work, Fred enjoys spending time with his young family and playing/watching a wide range of

sports.

Carmel Soulos, Personal Assistant

Carmel joined the Dixon team in May 2012 as Jon’s Personal Assistant. She brings with her a solid background in Administration, having worked many years in various service industries. Carmel is strongly committed to her family & enjoys traveling the glorious South West coastline along with the quietness & beauty of the country farm life in the Midwest of WA.

Aaron Jones, Client Services Manager

With a Diploma in Financial Planning and 15 year’s experience in the industry, Aaron is the ideal fit for DFG to head up our Administration team. Aaron spent 12 years working with the NAB Group — 7 years in Fund Admin & Adviser Relationship Mgmt with MLC and 5 years as a Client Services Mgr within NAB Private Wealth Financial Planning. After moving to the South West in 2013, he took up a role with a Stock Broking Firm where he worked for 3 years. Aaron has vast industry knowledge, excellent client relationship skills and we are lucky to have him on our team. Outside of work, he loves spending time with family & friends, travelling and road trips.

Donovan Wilson, Paraplanner

Donovan has recently relocated to Bunbury from South Africa, where he was born & raised. After obtaining his Degree in Economics and Law (BCOM LLB) from the University of Natal, Donovan worked for Standard Bank and completed his Postgraduate Diploma in Financial Planning, becoming a Certified Financial Planner in 2012. He went on to work as an Adviser for Nedbank and Warwick Wealth, a Boutique Asset Management Company. With his extensive knowledge and experience in the Financial Planning industry in South Africa, Donovan will be putting his skills to work as a Paraplanner with a view to obtain his qualifications and become a Financial Adviser in Australia.

Cathy Miles, Receptionist

Cathy is the cheery voice you’ll hear and the happy face you’ll see when you call or visit our office. With an extensive background in customer service-based businesses, you won’t find anyone more willing or able to help. Cath lives in Busselton and is mum to two awesome girls (who take after their mum, obviously!). She loves catching up with family and friends and meeting new people